Director, Planned Giving
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Job Location:
San Fernando, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
A leading not-for-profit mission-driven health system serving communities across the Western United States is seeking a Director of Planned Giving to lead and grow a comprehensive estate and gift planning program.
This is a unique opportunity to shape philanthropic impact at scale advancing compassionate high-quality healthcare for vulnerable populations while partnering closely with executive leadership.
About the Role
Reporting to the Chief Philanthropy Officer the Director of Planned Giving will provide strategic and operational leadership for a sophisticated planned giving program. This leader will manage all aspects of estate and life-income gifts cultivate high-capacity donors and ensure compliance with applicable legal and tax regulations related to charitable giving.
This role blends strategy relationship management technical expertise and mission-driven leadership.
Key Responsibilities
Develop and execute a comprehensive planned giving strategy with measurable short- and long-term goals
Identify cultivate solicit and steward major and planned gift prospects
Design individualized solicitation strategies for high-capacity donors
Provide guidance on bequests life-income gifts and other estate planning vehicles in collaboration with donor advisors
Draft and review gift illustrations and legal documentation
Track estate gifts from probate to completion and ensure audit integrity
Partner cross-functionally with Foundation and leadership teams
Educate and engage attorneys estate planners financial advisors and community stakeholders
Lead recognition society efforts and planned giving communications
Mitigate legal and reputational risk through strong governance and systems
Ideal Background
Bachelors degree required; advanced degree (JD Accounting Financial Planning) strongly preferred
8 years of progressive experience in planned giving within a large nonprofit environment
Demonstrated success closing major and estate gifts
Deep knowledge of taxation trusts and estates probate real estate and charitable gift structures
Leadership experience in complex matrixed organizations
CFRE and/or CSPG preferred
Why This Role Matters
Planned giving plays a critical role in sustaining long-term mission impact. This is an opportunity to build meaningful donor relationships steward transformational gifts and ensure future generations have access to compassionate care.
If you are a strategic philanthropic leader ready to make a lasting difference we welcome the opportunity to connect.
email for immediate consideration
Required Experience:
Director
Key Skills
- Fundraising
- Management Experience
- Coaching
- Analysis Skills
- Strategic Planning
- Team Management
- Budgeting
- Leadership Experience
- Mentoring
- Public Speaking
- negotiation
- Supervising Experience
About Company
Healthcare recruitment, consulting and career coaching firm serving Southern California. Specialize in placing professionals in hospitals, medical groups, ambulatory and managed care organizations.
